BOKF, NA

Q1 2025 13F-HR Holdings

Location
Tulsa, OK
Holdings as of
3/31/2025
Date filed
5/13/2025
Form type
13F-HR
Num holdings
1,280
Total value ($000)
$5,655,413
Net value change ($000)
-264,098 (-4.5%)
New positions
98
Sold out positions
112
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/14/2025 Next filing: 8/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VWO 27,407 24.1%
XOM 24,936 12.5%
EVR 7,320 NEW
EFA 7,215 10.0%
CFG 7,002 350100.0%
CMS 6,470 126.8%
STAG 5,993 79.1%
BRK-B 5,992 14.3%
GVI 5,950 89.1%
VOO 5,461 1.9%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -45,023 -28.2%
AAON -29,950 -36.0%
AAPL -25,194 -11.7%
AVGO -23,654 -34.3%
MSFT -22,881 -12.9%
AMZN -21,612 -20.2%
GOOGL -18,357 -28.5%
SPY -17,383 -19.1%
GOOGL -15,939 -26.3%
MRK -14,909 -43.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type